Courses

F579

Private Wealth Management

7-weeks

1.5 credits

Prerequisite: MBA Core

The course explores the challenges and analytics that are common to the practice of private wealth management. We will examine portfolio management and asset allocation from the view of an individual investor who intends to use –but not provide – the services. We will use the analytic tools available to wealth managers and examine market practices that help wealth managers build client relationships. We will also examine the problem of fraud and conflicts of interest. On completing this course a student should have a good appreciation for how wealth managers build and manage a business.

We rely on the generous support of our alumni, corporate donors, and friends. Your gift makes an impact on the future of business education—contact us, request that we contact you, or choose to give to one of our funds directly.